Portfolio Views let you analyse multiple portfolios together while keeping each portfolio’s holdings, transactions and tax reporting separate.
How Portfolio Views Work
A Portfolio View combines information from selected portfolios into one high-level view.
When you open a Portfolio View, Navexa can combine the included portfolios when displaying:
Portfolio value and performance.
Holdings.
Income.
Portfolio analytics.
Supported performance reports.
The underlying portfolios remain separate. Creating a Portfolio View does not move, merge or change any holdings or transactions.
Portfolio Views were previously called Portfolio Groups.
Structure Your Portfolios
In most cases, create one portfolio for each tax entity. See Key Concepts: Portfolio, Holding and Trade.
When To Use A View
Portfolio Views are useful when you want a combined picture across portfolios that need to remain separate.
For example, you could create a Portfolio View to analyse:
Your personal portfolio and SMSF together.
Portfolios belonging to different family members.
Personal, trust and company investments as one overall view.
Several AUD portfolios as a combined household view.
Portfolio Views are intended for combined performance and portfolio analysis.
You cannot generate tax reports at the Portfolio View level.
To run a tax report, open the relevant underlying portfolio and select the required report under Tax Reporting.
Create A Portfolio View
To create a Portfolio View:
Open the portfolio selector at the top left.
Select Manage Portfolios.
Open the Views tab.
Select Add View.
Enter a clear name for the Portfolio View.
Select the portfolios you want to include.
Select Create View.
All portfolios in a Portfolio View must use the same base currency. For example, you cannot include an AUD portfolio and a USD portfolio in the same view.
Open A Portfolio View
After creating a Portfolio View, you can open it in either of these ways:
Open the portfolio selector at the top left and select the Portfolio View.
Go to Manage Portfolios > Views, then select the Portfolio View’s name.
The individual portfolios remain available from the portfolio selector.
Edit A Portfolio View
You can change a Portfolio View’s name or the portfolios included in it.
To edit a Portfolio View:
Open the portfolio selector at the top left.
Select Manage Portfolios.
Open the Views tab.
Open the actions menu beside the Portfolio View.
Select Edit.
Change the name or included portfolios.
Select Save Changes.
Any portfolio you add must use the same base currency as the other included portfolios.
Delete A Portfolio View
Deleting a Portfolio View removes only the combined view. It does not delete its underlying portfolios, holdings or transactions.
To delete a Portfolio View:
Open the portfolio selector at the top left.
Select Manage Portfolios.
Open the Views tab.
Open the actions menu beside the Portfolio View.
Select Delete.
Confirm the deletion.